Help Center

Exports and automation

Download processed files and configure project webhooks for automated delivery.

Export

  • Download by Document lists completed documents with export files ready and offers JSON, CSV, Excel, and ZIP actions for each document.
  • Download All creates one private ZIP for every available JSON, CSV, and Excel export across the project.
  • Download by Date lets you choose a single day or date range, preview how many matching documents will be included, and then create a private ZIP from those existing exports.
  • Download history stays on the page so you can come back when a ZIP finishes preparing, then download it from the app.
  • All generated downloads remain private and require an authenticated NiceData session before a temporary storage URL is issued.

Webhooks

  • Open Export and choose Webhooks to create named project webhooks with a target URL and trigger event.
  • Supported trigger events are document success and document failure.
  • Webhook secrets are shown at creation time, can be revealed later, and are used to verify incoming requests.
  • Existing webhooks can be edited, tested, and deleted from the same Export section.

Zapier

  • Zapier access may be enabled per workspace. If the Apps page or project Zapier area still shows Coming soon, your workspace has not been enabled yet.
  • When Zapier is available, start in Zapier, create a Zap with NiceData, and authorize the correct workspace when NiceData opens.
  • See Connecting Zapier and Using Zapier with NiceData for setup details and workflow guidance.